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Clear Investment Research’s Dollar General DG Stock Holding History

Clear Investment Research’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-176
Closed -$20.9K – 89
2026
Q1 		$20.9K Buy
+176
New +$25.1K 0.03% 144
2025
Q4 		– Sell
-176
Closed -$18.2K – 92
2025
Q3 		$18.2K Hold
176
– – 0.02% 162
2025
Q2 		$20.1K Hold
176
– – 0.03% 145
2025
Q1 		$15.5K Hold
176
– – 0.02% 149
2024
Q4 		$13.3K Hold
176
– – 0.02% 154
2024
Q3 		$14.9K Hold
176
– – 0.02% 150
2024
Q2 		$23.3K Hold
176
– – 0.03% 129
2024
Q1 		$27.5K Hold
176
– – 0.04% 126
2023
Q4 		$23.9K Hold
176
– – 0.03% 141
2023
Q3 		$18.6K Hold
176
– – 0.03% 114
2023
Q2 		$29.9K Sell
176
-4
-2% -$791 0.05% 107
2023
Q1 		$37.9K Hold
180
– – 0.07% 90
2022
Q4 		$44K Buy
+180
New +$44.5K 0.09% 83

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Investment Research's DG Position: Q2 2026 in Review

Clear Investment Research sold out of Dollar General (DG) in Q2 2026, closing a stake of 176 shares — an estimated $20.9K sold.

Clear Investment Research first reported a position in DG in Q4 2022 and held it in 13 quarters. The position peaked at $44K in Q4 2022. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Clear Investment Research reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 176 Dollar General shares in Q2 2026, an estimated $20.9K.
  • Clear Investment Research first reported a position in Dollar General in Q4 2022 and held it in 13 quarters.
  • Clear Investment Research's Dollar General position peaked at $44K in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.